《大行》摩通降鞍钢(00347.HK)评级至“减持” 削目标价至1元

阿斯达克财经06-24

摩根大通发表研究报告，指因为政策影响弱过预期，故下调鞍钢股份(00347.HK) H股评级由“中性”降至“减持”，目标价由1.9元大削至1元。该行指，短期而言，大多数地产政策旨在恢复买房信心，而非促进建筑活动和钢铁需求。而中期而言，政策的目标也是减少过剩产能，而不是提高钢材价格。该行下调公司今明两年的盈测，至各亏损41亿元人民币(下同)及25亿元，并料公司亏损因内需疲弱而将延至2026财年，预计在...

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